KLWA
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Kelly Lawrence W & Associates’s Brighthouse Financial BHF Stock Holding History

Kelly Lawrence W & Associates’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$144 – 165
2024
Q4 		$144 Hold
3
– – ﹤0.01% 168
2024
Q3 		$135 Hold
3
– – ﹤0.01% 171
2024
Q2 		$130 Hold
3
– – ﹤0.01% 176
2024
Q1 		$155 Hold
3
– – ﹤0.01% 177
2023
Q4 		$159 Hold
3
– – ﹤0.01% 171
2023
Q3 		$147 Hold
3
– – ﹤0.01% 163
2023
Q2 		$135 Hold
3
– – ﹤0.01% 160
2023
Q1 		$132 Hold
3
– – ﹤0.01% 165
2022
Q4 		$154 Hold
3
– – ﹤0.01% 164
2022
Q3 		$0 Hold
3
– – ﹤0.01% 175
2022
Q2 		$0 Buy
+3
New +$145 ﹤0.01% 175

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelly Lawrence W & Associates's BHF Position: Q1 2025 in Review

Kelly Lawrence W & Associates sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 3 shares — an estimated $144 sold.

Kelly Lawrence W & Associates first reported a position in BHF in Q2 2022 and held it in 11 quarters. The position peaked at $159 in Q4 2023. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Kelly Lawrence W & Associates reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 3 Brighthouse Financial shares in Q1 2025, an estimated $144.
  • Kelly Lawrence W & Associates first reported a position in Brighthouse Financial in Q2 2022 and held it in 11 quarters.
  • Kelly Lawrence W & Associates's Brighthouse Financial position peaked at $159 in Q4 2023.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2025, filed 14 May 2025.